+60d ago

Senior/ Experienced Case Assessor

Hays


Base pay $350 - $450/day
Temporary Standard/Business Hours
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Full job description

Your new company
Join an exciting Remediation project with a Big 4 Firm who are committed to delivering large-scale projects for Financial Services clients and provide solutions.
People are at the heart of their success and they are currently seeking high performing professionals who are talented, supportive, inclusive and driven

Your new role
A Senior Case Assessor will be required to:

  • Verify and validate the completeness of case files in line with the prescribed process guidance requirements.
  • Take responsibility for case assessments with complex strategies, (including, but not limited to, Gearing, trusts and SMSF).
  • Collaborate with team members and provide technical assistance to junior assessors on technical and application queries.
  • Conduct partial reviews of junior team members’ case assessments where required.
  • Aid Team leads in performing ad-hoc reporting to management as required.
  • Contribute to developing and implementing workflow practices to enhance team efficiency

What you'll need to succeed

  • Full RG 146 (incl. SMSF and Margin Lending) with up to date CPD is essential.
  • Highly developed communication skills, both written and verbal.
  • Prior experience in an Advice Compliance, Paraplanning or file audit environment would be desirable.
  • Possess a hands-on attitude and have the ability to work to tight deadlines and pre-empt workload.
  • Self-starter with a track record of working autonomously.

What you'll get in return

  • This is a fantastic opportunity to work for a globally recognised brand in a dynamic cultured team environment.
  • The organisation offers a competitive day rate, excellent long-term career prospects and hybrid working arrangements.
  • Coach others towards greater understanding of Financial Planning Technical Assessment.
  • This role offers you the ability to make meaningful change to Australians who may be entitled to financial compensation as a direct result of your contribution.

What you need to do now
If you're interested in this role, click 'apply now' or send a up-to-date copy of your CV to howard.richards@hays.com.au
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career

LHS 297508 #2594932

Pay comparison
Market average based on all Case Assessor jobs in Melbourne VIC
Base pay range
$350 - $450/day
Market average
$99k
$99k
Market average
$33/hr
$76/hr

Job details
Date posted
2 Jun 2022
Category
Banking, Superannuation & Finance
Occupation
Financial Planner
Base pay
$350 - $450/day
Work type
Temporary
Job mode
Standard/Business Hours

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